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What’s It Take to Be an AI Winner?

AI will impact every business, but only a few companies will be winners like Nvidia, says Loomis Sayles’ Aziz Hamzaogullari.

February 22, 2024 Aziz V. Hamzaogullari
Avoid Distraction This Election Year

Is the stock market more volatile during US presidential election years? A closer look at 2000, 2008 and 2020 offers some perspective.

February 21, 2024 Financial Professional content – requires login
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Herding Hawks at the Fed

Portfolio manager and strategist Jack Janasiewicz discusses inflation nuances and the Federal Reserve’s need for “greater confidence” before cutting rates.

February 13, 2024 Jack Janasiewicz
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What’s Behind the Value Advantage of International Stocks?

International stocks may have a value advantage despite higher earnings growth in the US, explains Harris Associates’ David Herro.

February 9, 2024 David G. Herro
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Can You Bank on US Financial Stocks for Value?

Value investing expert Bill Nygren, CIO-US, Harris Associates, breaks down why US bank stocks look attractive today.

February 8, 2024
Quality Matters When Investing

Learn how Gateway Investment Advisers uses a disciplined, proprietary approach to build its high-quality stock portfolios for the GQI ETF.

February 2, 2024 Daniel M. Ashcraft
Economic and Financial Outlook 2024

When will central banks begin to cut rates in 2024? Will liquidity conditions improve or worsen? Should investors look to take on more risk now, or wait until after decisive elections have played out across several key economies?

January 31, 2024
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Five Institutional Trends Dominated in 2H 2023

How E&Fs led in performance, why private debt interest soared, and other institutional portfolio trends are detailed.

January 29, 2024 Mark J. Cintolo Financial Professional content – requires login
Expectations vs. Reality

Great expectations for rate cuts in 2024 have prompted cheers from investors – but reality and uncertainty may call for risk management.

January 24, 2024 Financial Professional content – requires login
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Sustainable Investing: Transformational trends to watch

Compelling AI applications, renewable energy recovery, and pharma developments are considered for 2024 by Jens Peers.

January 17, 2024 Jens Peers
Tax Management Update – 4Q 2023

Equity markets rose significantly in 2023, but periods of volatility still provided investors with opportunities for tax loss harvesting.

January 16, 2024
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What Really Matters in 2024

Portfolio manager and strategist Jack Janasiewicz explains why growth, labor trends and risk appetite are what matters most to the markets this year.

January 10, 2024 Jack Janasiewicz
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Managing Equity Market Volatility in 2024

Catalysts for market volatility and ways to help manage it in portfolios are covered by an options expert at Gateway.

December 22, 2023 Michael T. Buckius
Growth Is Where You Find It: A Look at 2024 Earnings Growth

Portfolio consultant identifies the sectors and industries most likely to experience earnings growth in 2024. Spoiler alert: US technology still looks good.

December 22, 2023 David T. Reilly
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Going Where the Value Is Greater: International Equities

Catalysts for value investing are explored by David Herro, CIO-International Equities at Harris Associates/Oakmark Funds.

December 21, 2023 David G. Herro
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Could Small Cap Stocks Be a Sweet Spot in 2024?

Why the small cap stock universe is an appealing place for Vaughan Nelson’s Chris Wallis to be investing in is explored.

December 21, 2023 Chris D. Wallis
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2024 Investment Idea: Quality/Growth

Using our proprietary Cyclicality vs. Inflation framework to align portfolio positioning with our economic outlook – lean in on Quality and Growth.

December 21, 2023 Mark J. Cintolo - Sean Kaukas
Bright Spot: Emerging Market Small Cap Stocks

Small emerging market companies have outperformed their large EM counterparts – and the S&P 500® – over the past year.

December 15, 2023 Sean Kaukas
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Macro Outlook: Turn the Page

Portfolio strategists offer their take on the Treasury market, interest rates, labor markets, consumption trends and attractive market sectors.

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Growth Trends with a Long Runway

Secular growth trends, AI disruptions, and investing during tense geopolitical times are explained by Aziz Hamzaogullari.

November 27, 2023 Aziz V. Hamzaogullari
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Portfolio Allocation Trends – Q3 2023

A review of nearly 300 advisor portfolios shows that taking equity risk and staying short on fixed income duration drove top year-to-date portfolio returns.

November 22, 2023 Sean Kaukas - Kevin McCullough
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Value Gap in US Equities Is Widening Again

A number of low price-to-earnings stocks are making it an attractive environment for US stock pickers, explains Bill Nygren, CIO-US at Harris Associates.

November 3, 2023 William C. Nygren
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Trading Time for Value

How pursuing certain undervalued companies and incorporating factor analysis makes a difference is explained by Vaughan Nelson portfolio managers.

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Triple Discount in International Equities

Significant value in international equity markets and why higher for longer interest rates should benefit European financials is explained by David Herro.

October 24, 2023 David G. Herro
Tax Management Update – Q3 2023

Although the S&P 500® is up over 13% year to date, the recent pullback has provided tax loss harvesting opportunities for direct indexing investors.

October 19, 2023
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Cruel September

Portfolio Manager Jack Janasiewicz examines seasonality patterns and the rise in bond yields, oil, and the dollar that weighed on risk assets in September.

October 13, 2023 Jack Janasiewicz
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Long Time Horizons Matter for Growth Equity Investing

Head of Loomis Sayles’ Growth Equity Strategies explains why staying focused on a company’s long-term outlook is essential during market volatility.

September 29, 2023 Aziz V. Hamzaogullari
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Equity Strategy Chooses Companies Investing for the Future

Portfolio manager Jens Peers discusses opportunities and positioning in Mirova’s global equity portfolios.

September 15, 2023 Jens Peers
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Bullwhips and the Extrapolation Effect

Portfolio Manager Jack Janasiewicz explains why extrapolating current market trends into the future based on the bullwhip effect may be misguided.

September 15, 2023 Jack Janasiewicz
What’s Next for Europe’s Natural Gas Dilemma and Economy?

Europe’s avoidance of an energy crisis in 2022, natural gas supply/demand, attractive valuations, and the investment opportunity in the region are analyzed.

September 14, 2023 Matthias Nikaj
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Value Investing Insight with Oakmark Fund Portfolio Managers

Oakmark’s distinct approach to value investing and how it ignores short-term noise to deliver long-term results is explained.

September 11, 2023 Michael A. Nicolas - William C. Nygren
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Value Investing in an Evolving World

Wide price differentials in US equity markets today and lack of diversification in index funds favor value investors like Oakmark, explains Bill Nygren.

August 28, 2023 William C. Nygren
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Portfolio Construction: Growth & Cyclical Stocks

Portfolio consultants explain how they align equity investments with their current economic outlook using a growth/cyclical barbell strategy.

August 25, 2023 Mark J. Cintolo - Sean Kaukas
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Recession Outlook: Going, Going, Gone

Portfolio Manager Jack Janasiewicz discusses the shifting recession narrative, labor and inflation trends, and the Fed’s pathway to a soft landing.

August 18, 2023 Jack Janasiewicz
A Concentrated Portfolio May Mean Enhanced Returns

High conviction, deep analysis, and concentrated portfolio construction could mean better returns with actively managed ETFs.

August 17, 2023 Nicholas J. Elward
Moderate Model Portfolio Trends Analysis – Midyear 2023

The best performing investment portfolios in the first half of 2023 had the highest exposure to growth stocks and longer-duration bonds.

August 11, 2023 David T. Reilly Financial Professional content – requires login
Time to Cash into Stocks?

If you’re keeping your investment money in cash, you’re likely missing out. See three reasons why it may be time to get back into the stock market.

August 3, 2023
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Five Institutional Investment Trends – Midyear 2023

Recovering institutional investor returns, soaring AI company valuations, and reshuffling real estate sectors due to WFH impact are observed at midyear.

July 25, 2023 Mark J. Cintolo Financial Professional content – requires login
Mid-Cap Stocks – A Sweet Spot for Investors

Want companies with fast-growing earnings, agility, sales growth, and access to capital in your stock portfolio? Don’t forget mid-caps.

July 17, 2023 Nicholas J. Elward
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Outlook & Opportunities: Global Equities

Diverse views on growth trends beyond AI, a recession, China, and where the value may be across global markets are offered by our equity managers.

June 20, 2023
Three Reasons to Stay Invested in Volatile Times

Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.

April 24, 2023
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Listen to Our Experts Explain the Framework

Analysis that combines inflation and growth cycle trends may provide a more nuanced way to understand stock market drivers.

March 15, 2023 Mark J. Cintolo - Sean Kaukas
5 Trends in Model Investment Portfolios – Year-End 2022

See which trends influenced financial advisors’ asset allocation decisions in their moderate model portfolios in the second half of 2022.

March 14, 2023 Gregory V. Kanarian Financial Professional content – requires login
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Observations on Five Institutional Investing Trends

Foundations and public pensions lost ground in a challenging investment environment. As we enter 2023, indicators suggest elevated return potential.

February 6, 2023 Mark J. Cintolo Financial Professional content – requires login
Is the Market Looking Past Lowered Earnings Estimates?

While they aren’t yet reflected in the broad Index, S&P 500® earnings expectations have been revised much lower since mid-year.

November 16, 2022 David T. Reilly
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Why Active ETFs Matter During Volatile Times

NYSE’s ETF Leaders series profiles Vaughan Nelson’s Dan Hughes on how a truly active approach aims to help clients navigate today’s challenging markets.

September 15, 2022 Dan Hughes
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From the Consultants’ Desk: Investment Portfolio Construction Trends at Midyear

US equity exceptionalism sentiment, value, shorter durations, and unicorns are among the asset allocation trends explored.

September 1, 2022 Mark J. Cintolo - Kevin McCullough
5 Midyear Trends in Model Investment Portfolios – Summer 2022

As correlations and inflation spiked in the first half of 2022, the best performing investment portfolios held inflation-protection assets, alternatives – and cash.

August 18, 2022 Mark J. Cintolo Financial Professional content – requires login
Institutional Investing Trends Observed at Midyear 2022

Amid the failed diversification of disappointing returns from both stocks and bonds, there are some bright spots in institutional investing trends.

July 22, 2022 Mark J. Cintolo Financial Professional content – requires login
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Bottoms Up: Finding Sustainable Growth in a Global Value Chain

Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.

June 28, 2022
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Using Option Strategies to Help Manage Portfolio Volatility

Learn how option strategies can help manage the volatility of equities and create a smoother ride.

June 9, 2022
Pricing ETFs: How Premium/Discount Is Calculated

When considering ETFs, know how premium/discount is calculated – and look at other factors.

April 21, 2022 Nicholas J. Elward
Inflation Protection: An Equity-Centric View

Historical analysis highlights which equity sectors and strategies fare best when inflation heats up.

April 12, 2022 Mark J. Cintolo - Sean Kaukas
5 Investment Trends in US Advisor Portfolios – Spring 2021

Recent trends show increasing growth style bias, higher emerging market allocations and focus on quality fixed income holdings in moderate portfolios.

March 5, 2021 Mark J. Cintolo Financial Professional content – requires login
Five Institutional Investment Trends to Watch

Recent trends include cash deployment, sustainable investment screening, and muni debt issuance by colleges and universities.

March 3, 2021 Mark J. Cintolo Financial Professional content – requires login